IYRI Institutional Ownership
NEOS Real Estate High Income ETF
1W: -2.0%
1M: -6.5%
3M: -8.9%
YTD: -5.6%
1Y: -9.1%
$45.03
+0.15 (+0.33%)
Weekly Expected Move ±1.3%
$44
$44
$45
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYRI
59
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
23
New Positions
18
Increased
11
Reduced
5
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 166,746 | $8M | +3,827 | +2.3% | 4Q | SEC ↗ |
| 2 | GFS Advisors, LLC NEW | 160,185 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 3 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 140,905 | $6M | +2,159 | +1.6% | 3Q | SEC ↗ |
| 4 | Cascade Wealth Advisors, Inc | 106,514 | $5M | -21,365 | -16.7% | 4Q | SEC ↗ |
| 5 | MADDEN SECURITIES Corp | 100,200 | $5M | -875 | -0.9% | 5Q | SEC ↗ |
| 6 | New England Private Wealth Advisors LL NEW | 65,420 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 7 | RFG Advisory, LLC | 65,399 | $3M | +13,049 | +24.9% | 5Q | SEC ↗ |
| 8 | Moran Wealth Management, LLC | 48,136 | $2M | +11,703 | +32.1% | 3Q | SEC ↗ |
| 9 | Cherry Creek Investment Advisors, Inc. | 43,432 | $2M | +2,520 | +6.2% | 2Q | SEC ↗ |
| 10 | Summit Financial, LLC | 25,944 | $1M | +3,867 | +17.5% | 3Q | SEC ↗ |
| 11 | CAP Partners, LLC | 18,610 | $838K | +3,574 | +23.8% | 3Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 18,322 | $825K | +1,458 | +8.6% | 2Q | SEC ↗ |
| 13 | LPL Financial LLC NEW | 16,686 | $751K | — | +0.0% | 1Q | SEC ↗ |
| 14 | High Net Worth Advisory Group LLC | 16,117 | $726K | -80 | -0.5% | 5Q | SEC ↗ |
| 15 | World Investment Advisors | 15,762 | $710K | — | +0.0% | 3Q | SEC ↗ |
| 16 | Core Wealth Advisors, Inc. | 14,283 | $643K | +5,895 | +70.3% | 2Q | SEC ↗ |
| 17 | PVG ASSET MANAGEMENT CORP | 12,532 | $564K | +1,305 | +11.6% | 3Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 11,817 | $532K | +7,854 | +198.2% | 3Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, NEW | 10,331 | $465K | — | +0.0% | 1Q | SEC ↗ |
| 20 | D.A. DAVIDSON & CO. NEW | 10,218 | $460K | — | +0.0% | 1Q | SEC ↗ |
| 21 | ENTREWEALTH, LLC NEW | 10,000 | $450K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Parallel Advisors, LLC NEW | 9,450 | $426K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Foundations Investment Advisors, LLC NEW | 7,561 | $340K | — | +0.0% | 1Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 6,794 | $306K | -3,787 | -35.8% | 4Q | SEC ↗ |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 6,000 | $270K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Mariner, LLC NEW | 5,567 | $251K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Apollon Wealth Management, LLC NEW | 5,500 | $248K | — | +0.0% | 1Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,253 | $237K | — | +0.0% | 1Q | SEC ↗ |
| 29 | HighTower Advisors, LLC | 5,045 | $227K | -1,270 | -20.1% | 6Q | SEC ↗ |
| 30 | Compound Planning, Inc. NEW | 5,016 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 4,758 | $214K | — | +0.0% | 1Q | SEC ↗ |
| 32 | WORLD EQUITY GROUP, INC. | 4,393 | $198K | +118 | +2.8% | 5Q | SEC ↗ |
| 33 | CWM, LLC | 2,813 | $127K | +4 | +0.1% | 4Q | SEC ↗ |
| 34 | Strategic Wealth Partners, Ltd. NEW | 2,289 | $103K | — | +0.0% | 1Q | SEC ↗ |
| 35 | US BANCORP \DE | 2,028 | $91K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Markowski Investments NEW | 986 | $44K | — | +0.0% | 1Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. NEW | 896 | $40K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 852 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 39 | CoreCap Advisors, LLC | 800 | $36K | — | +0.0% | 5Q | SEC ↗ |
| 40 | IFP Advisors, Inc | 762 | $34K | +156 | +25.7% | 2Q | SEC ↗ |
| 41 | Founders Financial Alliance, LLC | 493 | $22K | +127 | +34.7% | 2Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 447 | $20K | +400 | +851.1% | 2Q | SEC ↗ |
| 43 | SBI Securities Co., Ltd. | 358 | $16K | -138 | -27.8% | 2Q | SEC ↗ |
| 44 | SALEM INVESTMENT COUNSELORS INC | 325 | $15K | +175 | +116.7% | 2Q | SEC ↗ |
| 45 | TSFG, LLC NEW | 306 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Planning Strategies Inc. NEW | 232 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Roble, Belko & Company, Inc | 215 | $10K | +106 | +97.2% | 3Q | SEC ↗ |
| 48 | Financial Management Professionals, In | 206 | $9K | +15 | +7.9% | 3Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV NEW | 200 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 50 | NFSG Corp | 155 | $7K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GFS Advisors, LLC | 160,185 | $7M |
| New England Private Wealth Advisors | 65,420 | $3M |
| LPL Financial LLC | 16,686 | $751K |
| Steward Partners Investment Advisor | 10,331 | $465K |
| D.A. DAVIDSON & CO. | 10,218 | $460K |
| ENTREWEALTH, LLC | 10,000 | $450K |
| Parallel Advisors, LLC | 9,450 | $426K |
| Foundations Investment Advisors, LL | 7,561 | $340K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,000 | $270K |
| Mariner, LLC | 5,567 | $251K |
| Apollon Wealth Management, LLC | 5,500 | $248K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,253 | $237K |
| Compound Planning, Inc. | 5,016 | $226K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,758 | $214K |
| Strategic Wealth Partners, Ltd. | 2,289 | $103K |
| Markowski Investments | 986 | $44K |
| OSAIC HOLDINGS, INC. | 896 | $40K |
| Integrated Wealth Concepts LLC | 852 | $38K |
| TSFG, LLC | 306 | $14K |
| Planning Strategies Inc. | 232 | $10K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 22,142 | $997K |
| Cresset Asset Management, LLC | 7,873 | $355K |
| UBS Group AG | 1,626 | $73K |
| Allworth Financial LP | 700 | $32K |
| SIMPLEX TRADING, LLC | 119 | $5K |
| MOTCO | 64 | $3K |
| Osbon Capital Management LLC | 21 | $1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RFG Advisory, LLC | +13,049 | +24.9% | 65,399 |
| Moran Wealth Management, LLC | +11,703 | +32.1% | 48,136 |
| ROYAL BANK OF CANADA | +7,854 | +198.2% | 11,817 |
| Core Wealth Advisors, Inc. | +5,895 | +70.3% | 14,283 |
| Summit Financial, LLC | +3,867 | +17.5% | 25,944 |
| Gradient Investments LLC | +3,827 | +2.3% | 166,746 |
| CAP Partners, LLC | +3,574 | +23.8% | 18,610 |
| Cherry Creek Investment Advisors, I | +2,520 | +6.2% | 43,432 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | +2,159 | +1.6% | 140,905 |
| STIFEL FINANCIAL CORP | +1,458 | +8.6% | 18,322 |
| PVG ASSET MANAGEMENT CORP | +1,305 | +11.6% | 12,532 |
| Farther Finance Advisors, LLC | +400 | +851.1% | 447 |
| SALEM INVESTMENT COUNSELORS INC | +175 | +116.7% | 325 |
| IFP Advisors, Inc | +156 | +25.7% | 762 |
| Founders Financial Alliance, LLC | +127 | +34.7% | 493 |
| WORLD EQUITY GROUP, INC. | +118 | +2.8% | 4,393 |
| Roble, Belko & Company, Inc | +106 | +97.2% | 215 |
| Financial Management Professionals, | +15 | +7.9% | 206 |
| CWM, LLC | +4 | +0.1% | 2,813 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cascade Wealth Advisors, Inc | -21,365 | -16.7% | 106,514 |
| ENVESTNET ASSET MANAGEMENT INC | -3,787 | -35.8% | 6,794 |
| HighTower Advisors, LLC | -1,270 | -20.1% | 5,045 |
| MADDEN SECURITIES Corp | -875 | -0.9% | 100,200 |
| SBI Securities Co., Ltd. | -138 | -27.8% | 358 |
| High Net Worth Advisory Group LLC | -80 | -0.5% | 16,117 |